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Bragg Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bragg Financial Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Buy
1,784
+266
+18% +$39.4K 0.01% 342
2025
Q4 		$226K Buy
1,518
+30
+2% +$4.44K 0.01% 338
2025
Q3 		$217K Hold
1,488
– – 0.01% 337
2025
Q2 		$201K Sell
1,488
-235
-14% -$29.3K 0.01% 338
2025
Q1 		$210K Buy
+1,723
New +$222K 0.01% 327

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bragg Financial Advisors's ESGU Position: Q1 2026 in Review

Bragg Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 18% in Q1 2026, buying an estimated $39.4K and bringing the position to 1,784 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #342.

Bragg Financial Advisors first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Bragg Financial Advisors held 1,784 shares of iShares ESG Aware MSCI USA ETF worth $252K as of Q1 2026.
  • Bragg Financial Advisors bought 266 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $39.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #342 holding.
  • Bragg Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.